Jeff Abadie

Portfolio Manager-Equities at Sand Hill Global Advisors LLC

Finance

Consumer Services

Profile

Mr. Jeffrey L.
Abadie is Senior Wealth Manager at Sand Hill Global Advisors LLC.
He manages the relationships of high net worth clients by providing portfolio management and financial planning services.
Included in the ongoing relationship management is cash flow analysis for retirement needs, charitable giving and planning for education funding.
He also provides risk assessment and global planning around concentrated stock holdings and 10b5-1 plans.
Mr. Abadie works with clients and attorneys who are drafting prenuptial agreements and marriage settlement agreements to provide financial analysis and planning.
He works closely with clients and attorneys to provide spousal support analysis and community property division planning.
Before joining Sand Hill Global Advisors, Mr. Abadie was a Project Manager of First Allied Securities Inc., a broker dealer in San Diego, CA.
In that capacity, he was responsible for technical, operational and trading support for the asset management department.
Mr. Abadie earned a Bachelor of Science in Financial Services from San Diego State University.

Jeff Abadie active positions

Companies	Position	Start
Sand Hill Global Advisors LLC Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities.	Portfolio Manager-Equities	2004-12-31

All active positions of Jeff Abadie

Former positions of Jeff Abadie

Companies	Position	End
First Allied Securities, Inc. First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.	Corporate Officer/Principal	-

See the detail of Jeff Abadie's experience

Training of Jeff Abadie

San Diego State University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Jeff Abadie's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
First Allied Securities, Inc. First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.	Finance
Sand Hill Global Advisors LLC Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities.	Finance